Two investors originally came up with the idea when they were out on client meetings, and although could remember some facts when colleagues asked them for an update, it was embarrassing the little amount of detail they could actually recollect. “VoiceNotes was one of those ‘blindingly obvious ideas’ that I knew would appeal to my financial peers.” That was in 2006 when notes would be useful to look back on to increase revenue.
More than a decade on, with transparency, compliance and CRM coming into the frame, documenting client meetings and calls isn’t just a luxury; it is now required. We thought voice-to-text would overtake us, but the security and accuracy just aren’t good enough for the financial market.
We’re proud to have some of the most prestigious clients and regularly feature in financial press.
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